TCI Wealth Advisors’s First Watch Restaurant Group FWRG Stock Holding History

TCI Wealth Advisors’s Portfolio FWRG Stock Details FWRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-306	Closed	-$4.92K	–	979
2023 Q1	$4.92K	Hold	306	–	–	﹤0.01%	1543
2022 Q4	$4.14K	Hold	306	–	–	﹤0.01%	1652
2022 Q3	$4K	Hold	306	–	–	﹤0.01%	1603
2022 Q2	$4K	Hold	306	–	–	﹤0.01%	1621
2022 Q1	$4K	Buy	+306	New	+$4.39K	﹤0.01%	1699

Other funds holding FWRG

Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

TCI Wealth Advisors's FWRG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of First Watch Restaurant Group (FWRG) in Q2 2023, closing a stake of 306 shares — an estimated $4.92K sold.

TCI Wealth Advisors first reported a position in FWRG in Q1 2022 and held it in 5 quarters. The position peaked at $4.92K in Q1 2023. 114 funds tracked by Wall St. Rank hold FWRG as of Q2 2023.

TCI Wealth Advisors reported no remaining First Watch Restaurant Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 306 First Watch Restaurant Group shares in Q2 2023, an estimated $4.92K.
TCI Wealth Advisors first reported a position in First Watch Restaurant Group in Q1 2022 and held it in 5 quarters.
TCI Wealth Advisors's First Watch Restaurant Group position peaked at $4.92K in Q1 2023.
114 funds tracked by Wall St. Rank held First Watch Restaurant Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.